U.S. federal trademark · Serial No. 85567919 · Reg. No. 4347808
Providing temporary use of a web-based software application for use by registered investment advisers, investment adviser representatives, financial advisors and investment managers for use in financial planning, investment portfolio management, investment portfolio modeling and rebalancing, securities trading and trade order management, tax accounting, investment performance reporting, client reporting, funds transfer and distribution management, client relationship management, account reconciliation, and billing
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.